Latest articles by Rachel L. Sheedy
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Claim a Benefit From an Ex-Spouse
retirement The marriage may be over, but you could still be entitled to Social Security off your ex's record.
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When a Spouse Inherits an IRA
IRAs A spousal IRA heir gets a lot of flexibility in deciding what to do with the account.
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Strategies Married Couples Can Use to Boost Benefits
retirement The payoff can be big when spouses carefully coordinate their Social Security benefit claims.
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What Heirs Need to Know About Reverse Mortgages
inheritance Death of the borrower triggers the loan payoff, but the estate and heirs will never owe more than what the home is worth.
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Social Security Offers Lump Sum Payouts
retirement If you are past full retirement age, you can undo the decision to delay benefits if you suddenly need cash.
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Pass an IRA to Young Grandkids With Care
IRAs Take some precautions to protect your legacy if you plan to leave assets to minor children.
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Consider a Roth IRA for Tax-Free Income
retirement This Q&A answers essential questions about adding a Roth account to your nest egg.
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Tighter Rules on Reverse Mortgages
retirement Borrowers face higher costs and lower loan amounts. And soon borrowers will have to pass a financial assessment, too.
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Use Your Nest Egg to Qualify for a Mortgage
retirement Little-known rules can help people on a fixed income refinance an existing mortgage or buy a new home.
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States Differ on Retiree Tax Burden
Making Your Money Last Some states are more generous than others when it comes to tax breaks on retirement income.
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Mind the Gap If You Delay Social Security
social security Build an income stream if you plan to retire before you claim Social Security.
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Moving IRA Assets Into a 401(k)
IRAs A reverse rollover could benefit high earners and those working past retirement age.
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Check Options Before Rolling Over a 401(k)
401(k)s The popular choice might not be the right one for you.
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4 Ways Early Claimers Can Boost Social Security Benefits
social security Regret taking Social Security early? These moves can hike your lifetime benefit.
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A Paycheck's Impact on Retirement Income Benefits
Making Your Money Last Returning to work can affect Social Security benefits and pension payments, but may also help you build your nest egg.
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Equal Earner Couples Should Delay Benefits
retirement By employing little-known claiming strategies, a couple can still bring in some income at full retirement age.
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Reduce the Risks of the New Tax Scenario
Making Your Money Last Several tax law changes went into effect this year. These moves can help keep your 2013 tax tab in check.
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When Your Parents Need Financial Help
Making Your Money Last From providing housing to navigating government benefits, adult children have numerous options to assist elderly parents.
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IRA Heirs Beware Mistakes
IRAs Nonspouse beneficiaries who inherit an IRA should watch out for these common pitfalls.
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Reverse Mortgage Option Nixed
Making Your Money Last The government will no longer allow fixed-rate, lump-sum loans in its Home Equity Conversion Mortgage Standard program.
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Buy a Home With a Reverse Mortgage
Making Your Money Last A reverse mortgage for purchase may help some seniors finance a new place to live.
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Tap Home Equity When Markets Drop
Making Your Money Last Research shows that using a reverse mortgage as part of a retirement income "bucket" strategy could stretch a nest egg.
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Tap Your IRA Early Without a Penalty
IRAs Uncle Sam gives you a pass on the early-withdrawal penalty if you follow these complex rules.
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Retiree Tax Burden Differs By State
IRAs It pays to know how a state taxes retirement income, and whether the state offers any tax breaks to retirees.
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